Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / Common Shares
-
Shares outstanding
-
36,646,645
-
Total 13F shares
-
14,184,715
-
Share change
-
+733,871
-
Total reported value
-
$205,378,738
-
Price per share
-
$14.48
-
Number of holders
-
88
-
Value change
-
+$10,582,423
-
Number of buys
-
43
-
Number of sells
-
32
Institutional Holders of FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) as of Q4 2024
As of 31 Dec 2024,
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND - Common Shares (FTHY) was held by
88 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,184,715 shares.
The largest 10 holders included
MORGAN STANLEY, KENNEDY INVESTMENT GROUP, RIVERNORTH CAPITAL MANAGEMENT, LLC, SIT INVESTMENT ASSOCIATES INC, Royal Bank of Canada, COMMONWEALTH EQUITY SERVICES, LLC, PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., Huntleigh Advisors, Inc., Arete Wealth Advisors, LLC, and D.A. DAVIDSON & CO..
This page lists
88
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.